Lisa Sherman
Grand Rapids, MI

Backed by more than 25 years in both public and private accounting, Lisa helps lead the Outsourced Accounting Group to assist clients in the effective management and optimization of their back-office finance functions.

Clients rely on Lisa’s unique accounting experience as both a CPA and past vice president of finance to help accelerate business performance through simplified reporting, streamlined processes and data-driven insights. Working with client’s leadership teams to identify their desired outcomes, she designs tailored accounting solutions to address financial reporting, daily accounting transaction, month-end reporting, budgeting, forecasting and key performance metric analysis needs.

Lisa’s professional background also includes assisting in the design and implementation of cloud-based accounting ERP systems, with a special focus on Sage Intacct.

Focused on assisting businesses achieve operational excellence in their accounting function, Lisa helps her clients solve complex accounting issues through the use of modern technology. This approach enables her clients to quickly transform financial data into strategies that supports smart business growth.

  • Construction & Real Estate
  • Consumer Products
  • Health Care
  • Nonprofit
  • Professional Services
  • Private Family Office
  • Outsourced Accounting
Strategic thinking, modernization, education– this is how I approach working with my clients, the leaders of businesses. I aim to drive innovation, foster growth and empower leaders to make informed decisions that will ultimately lead to their success in a rapidly changing market.
Lisa Sherman - Principal